Advantage Investment Management Email Format

Financial ServicesKentucky, United States2-10 Employees

Advantage Investment Management is a small financial services advisory based in Louisville, Kentucky. It offers a broad suite of personal financial services focused on long-term planning, including retirement planning, saving for college, investments, tax strategies, annuities, traditional and Roth IRAs, and life, health, disability, and long-term care insurance. The firm emphasizes ongoing, personalized service with regular monitoring of client accounts to keep plans aligned with individual goals.

Operating with an independent affiliation, it leverages a wide set of resources and tools to tailor its offerings to clients' needs. Securities are offered through Securities Service Network, a FINRA/SIPC-member broker-dealer, to residents in a defined group of states, while advisory services are provided through Garton & Associates Financial Advisors, LLC dba Advantage Investment Management, a registered investment advisor.

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